EAB Navigate
ETSU utilizes the EAB Navigate system to link college leaders, advisors, staff and students in a coordinated care network.
Access to various Navigate functionality is tied to assigned user roles. Please contact the Navigate admin at navigate@etsu.edu about access requests and general questions.
To request an access to a specific Care Unit, please complete the Navigate Account Request Form.
If you need configuration assistance, please submit our Navigate Configuration Request Form.
-
For Students
Learn how to login to ETSU's Navigate portal.
Video: Use a PAL Link to Schedule an Appointment
Use a PAL Link to Schedule an Appointment
Personal Availability Links (PAL) are unique links that allows you to schedule an appointment directly with your advisor. Learn how to use a PAL link within Navigate.
Video: Schedule from the Student Home
Learn how to use the Student Home tab in Navigate to schedule appointments.
Cancel Appointment from Student Home
Learn how to cancel and appointment from Student Home in Navigate.
Set up personal pronouns to show up on your profile, Appointment Center, staff queues, the Upcoming and Recent Appointments tables, in the My Success Team table, the Student Scheduler, and all emails from Navigate.
Video: Sync Navigate with Outlook Calendar
Syncing your calendar enables Navigate to read your free and busy time, and automatically add Navigate appointments to your school Outlook calendar.
Upload a picture to add more personalization to your Navigate profile.
-
Appointment Management
Edit, Cancel, Move Appointment
Manually edit, move, or cancel an appointment for another user or student.
Make an Appointment for Another User
Make an ad-hoc appointment for another user or student.
Create a prospective student profile to allow profile updates and the option to create ad-hoc appointments.
-
Calendar and Availability
Video: Sync Navigate with Outlook Calendar
Syncing your calendar enables Navigate to read your free and busy time, and automatically add Navigate appointments to your school Outlook calendar.
Video: Creating Availabilities in Navigate
Creating availability in Navigate allowsstafftoindicate the days, times, locations, and services that are offered for student appointments.
-
Campaigns
Advising Early Outreach Appointment Campaigns
Seamlessly create an advising early outreach appointment campaign that reminds students to book their advisement appointment within Navigate.
Associate an Appointment with an Appointment Campaign
Connect an appointment with an appointment campaign for improved metrics data review.
Appointment campaigns send a personalized email to students with a link to click which will offer them appointment days/times as defined by the advisor initiating the campaign. This can be more directive than PAL links and can reserve time on an advisor’s calendar for only particular meeting topics.
Email Campaigns send a request to students to take a specific self-directed action which does NOT include scheduling an appointment.
Viewing Appointment Campaign Reports
Quickly view and export appointment campaign reports using a variety of filter options within Navigate.
-
Caseload and Student List Management
Create a prospective student profile to allow profile updates and the option to create ad-hoc appointments.
Alerts can be configured to automatically open a Case, which is essentially an electronic case file where staff can coordinate for a single student across departments.
Upload your preferred student lists through a CSV file.
View and Download Assigned Student List
View and download assigned student lists directly from Navigate.
View information a student profile within Navigate.
-
Notes and Summaries
Quickly add an internal note to a student profile in Navigate.
Adding a Note to More than One Student
Seamlessly add a note to more than one student at the same time.
Adding an Ad-Hoc Appointment Summary to a Student
Add a one-time custom appointment summary to a student’s profile.
Adding an Appointment Summary for a Completed Appointment
Add an appointment summary to a student’s profile for a completed appointment.
Adding Appointment Summaries to More than One Student
Seamlessly add an appointment summary to more than one student profile.
Viewing/Editing a Student Notes/Summaries
View and edit notes and summary notes on student profiles.
-
Notifications and Referrals
Issue a Notification or Referral for a Student
Notifications or referrals can be used to notify a support unit or academic advisor that a student would benefit from their outreach and services.
Switching between the Staff Home and the Professor Home allows the user to toggle between assigned student lists and rosters for students enrolled in courses. From the Professor Home, a user may issue Progress Reports, view course rosters, and open student profiles.
Navigate releases notes on updates to users who have “subscribed” through the Help Center. Subscribing allows you to stay informed on new software updates.
-
Profile Customization
Upload a picture to add more personalization to your Navigate profile.
Set up personal pronouns to show up on your profile, Appointment Center, staff queues, the Upcoming and Recent Appointments tables, in the My Success Team table, the Student Scheduler, and all emails from Navigate.
-
Reports, Lists, Searches, and Tags
For running reports which are term bound to the current term.
Run a report which include reported midterm and final grades for each course a student is enrolled in.
For running reports which are term bound to the current term.
Searches from reports or the advanced search can be saved, retrieved, and automatically re-run without re-entering filters.
Tags help group, similar students,together. There are no limits on the number of tags. Tags can also be reused by other staff membersonce they are created.
-
Texting and Conversations
Easily communicate with students via text or email within Navigate.
Mass-Texting Students with Upload List
Upload a list in Navigate to send a text to multiple students at one time.
Mass-Texting from a Search or Report
Use Navigate Search or Report function to send a text to one or more students.
Mass-Texting from Professor Home
Quickly send mass texts through the Professor Home profile within Navigate.